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  11. Rosebridge

Rosebridge

Independent Financial Adviser  20 Nicholas Street, Chester, CH1 2NX
First meeting at adviser's own cost
Multi award winning national group of independent Chartered Financial Planners offering personalised advice services. We provide tailored financial planning and cashflow planning to individuals, businesses, charities and trusts.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
MRS Jane O'Hara FPFS, Chartered Financial Planner
Independent Financial Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Gareth Griffiths BSc (Hons), Dip PFS
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Rosebridge is a firm of Chartered Financial Planners, which is recognised by the Chartered Insurance Institute for our professionalism and continued determination to deliver the highest possible standards of client service. We provide tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.

ROSEBRIDGE A FINALIST FOR TWO PRESTIGIOUS FINANCE AWARDS

We are delighted to announce that Independent Financial Advisor (trading style Rosebridge) have recently been named as a top three finalist in the highly prestigious Chartered Financial Planning Firm of the Year 2021/2022 by our professional body, The Personal Finance Society (PFS) for the second year running.

Rosebridge is also a finalist for yet another prestigious industry award– the Money Marketing Awards Advice Firm of the Year.

If you’d like to see for yourself how our collective group of specialists work together to provide high quality and highly regarded financial advice, or you would like to know more about Rosebridge, please visit our website <url hidden>

Our services

Jane O’Hara is a Fellow of the Personal Finance Society and is affiliated to the Society of Trust and Estate Practitioners (STEP), she holds the Industry leading qualifications and is vastly experienced with over 20 years in the Financial Services sector. Jane specialises in managing and preserving client’s wealth, whilst protecting family and loves ones. She is also an expert in inheritance and estate planning, the mechanics of retirement and cash flow planning. She also offers an independent Trustee Review Service.

Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:

Wealth creation,
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.

We work in collaboration with other professional advisers.

We do not advise on Final Salary pension scheme transfers.

Where to find us
Head office address: 20 Nicholas Street, Chester, CH1 2NX
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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